Google CEO Sundar Pichai: The company is sacrificing short-term cloud revenue to support frontier AI research, making it difficult to secure compute resources for 2027.
Pichai stated that Google is shifting some computing power from cloud services to frontier AI research, which he described as the company's 'core essence.' He admitted that customers will face significant challenges in securing compute resources for 2027, as data center construction takes two to three years and demand for agent tasks is surging.
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